Hello community, I'm currently working on creatio 8.09 and I'm trying to make use of the Activity Section for multiple reasons but i don't seem to find where i can add this specific section to any of my workplaces since it doesn't show as an option.
It appears that i have the activity section in my packages since i can make a replace object of it:
I am looking to data import for the product section and detail objects using a single excel template. In the contact and account sections, we have the option to import the additional address details.
Is that possible to get additional detail objects like this for the product section?
Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.
Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.
Currently there is no basic functionality to setup access rights for users dynamically within the import process itself. However, you can use the following alternatives to achieve your business task:
Set up record permissions for the needed object based on the record author and then import the records under different users in separate batches based on the role.
For example, import a batch of records that only the role A should get access rights for under user1. Setup the record permissions this way:
If record author is user1, then give access rights to role A.
Then import the next batch of records under user2 and setup the record permissions as:
If record author is user2, then give access rights to role B.
Another option is to create a business process that would read data (read a collection of records) and then transfer the data from the records to a subprocess. The subprocesses will then process each record separately (1 subprocess will run for 1 record) and change the access rights (with the help of Access rights element) for these records. However, in such case you need to have a field in this object that would signify what role should get the access rights for which record, based on which the process will determine what rights to give to which record.
You can add add HTML to a tooltip in Freedom UI. .
If you need some dynamic content for the tooltip, you can add an attribute and bind it to the tooltip property, then set the tip at runtime by setting the attribute.
what is your experience or recommendation about deleting custom field from the object?
If some fields were added by mistake and the package was already installed to another evirnoment. Is it ok to delete such field and install the package again? Or should we keep this 'garbage' in the object forever?
You need to remove it from the development website, install the package on the production website, and the package installation mechanism on the production site will detect the differences in objects between what exists in production and what is in the package, and drop them.
You need to remove it from the development website, install the package on the production website, and the package installation mechanism on the production site will detect the differences in objects between what exists in production and what is in the package, and drop them.
On the opportunities product page, when I select a product, the price is filled in automatically. However, I've deleted the business rules and scripts on the opportunity product page.
My problem is that this price includes tax, even though the PriceWithTaxes parameter is unchecked in the system settings.
I've set up a script to enter the price excluding tax but from time to time it's the price including tax that appears (probably an asynchronism problem).
I'd like to know where the script that enters the price of the opportunity products on the page is and how I can change the behaviour.
Finally we found the problem: the OpportunityProductPageV2 source page in the Opportunity package contains a method that calculates the price of the product including VAT: calculatePrice.
I've overridden the method and the problem is solved.
I thought that creating the OpportunityProductPageV2 page in the Custom package replaced the view model, but in fact it's an extension.
Finally we found the problem: the OpportunityProductPageV2 source page in the Opportunity package contains a method that calculates the price of the product including VAT: calculatePrice.
I've overridden the method and the problem is solved.
I thought that creating the OpportunityProductPageV2 page in the Custom package replaced the view model, but in fact it's an extension.
It depends on which column should be required here. One particular example: this method can be added to ActivityMiniPage:
save: function(callback, scope){
var opportunity =this.get("Opportunity");if(opportunity){this.callParent(arguments);}else{
Terrasoft.showInformation("Opportunity is required");}}
In this case saving of the mini page is not possible in case an opportunity is not connected to an activity and the information message will be shown on the page.
